OrgSync Budgeting
description
Transcript of OrgSync Budgeting
BUDGETING 101S G A P R E S E N T S
A STEP-BY-STEP GUIDE
BUDGETING ON ORGSYNC
ENTER YOURORGANIZATION'S PORTALAND ACCESS THETREASURY
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STEP 1
CLICK "NEW BUDGET"
STEP 3
CLICK "MANAGE BUDGETS"
STEP 2
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COMPLETE THE POP UPFORM
SELECT A CATEGORY ANDNAME YOUR EVENT;BUDGET ITEM IS AN EVENT
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TYPE YOUR CLUB NAMEFOR "BUDGET NAME"SELECT YOUR DIVISIONFOR "BUDGET PERIOD"
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STEP 6
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STEP 7SELECT A LINE ITEMCATEGORY AND DETAILEXPENSES BY LINE ITEM
STEP 8PROVIDE DESCRIPTION OFLINE ITEM AND INCLUDE #OF UNITS IN PARENTHESES
STEP 9TOTAL COST PER LINE ITEM(UNIT PRICE x # UNITS)
STEP 10INCLUDE A BRIEFDESCRIPTION OF EVENT
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STEP 11UPLOAD DOCUMENTATIONTO CONFIRM LINE ITEMPRICES
STEP 12BUDGETS WILL BEREVIEWED AND YOU WILLBE NOTIFIED IF THEY AREAPPROVED
PLEASE NOTE:BUDGET ITEMS ARE EVENTS. ADD ALL OF YOUR 2016-2017EVENTS TO ONE BUDGETREQUEST. DO NOT SUBMIT A REQUESTFOR EACH EVENT!
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